401(k) · DOL Form 5500 · 2023

Oscar Management Corporation 401(k) Plan

Data updated 2026-08-25

$112M
Total assets Near avg plan size
2,724
Participants Above avg headcount
92nd
Percentile by assets National rank
$41,028
Avg per participant Low balance/head
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Official DOL plan name: Oscar Health 401(k) Plan · Sponsored by Oscar Management Corporation · New York · Finance & Insurance

$112M in assets, 2,724 participants

Oscar Management Corporation's Oscar Health 401(k) Plan reported $112M in total assets and 2,724 participants in its 2023 DOL Form 5500 filing, ranking in the 92nd percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • #7,781 in Finance & Insurance (8,869 peers)

Coverage in New York

Oscar Health 401(k) Plan covers 2,724 participants in New York, 3.4x the typical New York plan (state average ~798 per filing). Assets: $112M.

#7,781
in Finance & Insurance (8,869 peers)
+51.9%
assets growth YoY
1.1×
vs typical plan assets (national mean)

Oscar Health 401(k) Plan's outsized position by total assets

Oscar Health 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$111,760,023 Top 8% higher than 92% of 127,068 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

Oscar Health 401(k) Plan's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Oscar Health 401(k) Plan lands in the large band (2,724 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Oscar Health 401(k) Plan reported net income rose from $10M in the plan year 2022 filing to $38M in the plan year 2023 filing.
  • Oscar Health 401(k) Plan end-of-year assets rose from $74M in the plan year 2022 filing to $112M in the plan year 2023 filing.
  • Oscar Health 401(k) Plan reported participants rose from 2,614 in the plan year 2022 filing to 2,724 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 473979452 · Oscar Management Corporation PY 2023 · 401(k)

Oscar Health 401(k) Plan · $112M · 2,724 · 92nd

  • PCT $112M
  • EIN 2,724
  • RANK 92nd
  • PHOTO 401(k)
  • IND near Logicalis, Inc. 401(k) Profit Sharing Plan
  • EOY ind #7781

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Finance & Insurance retirement plans → · Plans in New York →

Oscar Health 401(k) Plan in the asset neighbourhood

Logicalis, Inc. 401(k) Profit Sharing PlanLogicalis, Inc. 401(k) Profi…$112MOscar Health 401(k) Plan$112MNantworks, LLC Retirement PlanNantworks, LLC Retirement Pl…$112MSignify Health 401(k) Plan$112MAmdocs It Services, LLC Retirement Savings (401(k)) PlanAmdocs It Services, LLC Reti…$112M
End-of-year total assets ($M) among Oscar Health 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

New York filing particulars

Total Assets (Beginning of Year)$74M
Net Assets (End of Year)$112M
Net Income$38M
Employer EIN473979452
Plan Effective Date2017-10-04
Filing StatusFILING RECEIVED

Sponsor Plan History (Oscar Management Corporation)

Sponsor-wide plan assets over time

All Oscar Management Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$145M 97.3693804541319% vs 2022
2024 filing year
$50M$100M$150M$200M 202220232024 $73.6M $145M ▲ +97.4%
Year Plans Participants Total Assets
2022 1 2,614 $74M
2023 1 2,724 $112M
2024 1 2,373 $145M

Nearby 401(k) Plans in New York

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Oscar Health 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Oscar Health 401(k) Plan, Total assets ($B): 0.111760023 · Participants: 2724Oscar Health 401(k) PlanIBM 401 (K) Plus Plan, Total assets ($B): 57.428456306 · Participants: 54912IBM 401 (K) Plus PlanPfizer Savings Plan, Total assets ($B): 19.56134085 · Participants: 30033Pfizer Savings PlanMorgan Stanley 401(k) Plan, Total assets ($B): 19.235068266 · Participants: 55363Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 13.651296 · Participants: 133597The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 11.428659742 · Participants: 24866The Goldman Sachs 401(k) Plan
Oscar Health 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Oscar Health 401(k) Plan side-by-side with 3 peers →

Oscar Health 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Logicalis, Inc. 401(k) Profit Sharing Plan in MI ($112M); by covered participants it is Targa Resources 401(k) and Profit Sharing Plan in TX (2,724 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($112M here).

Similar participant headcount

Nearest other-state filings by covered participants (2,724 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Oscar Health 401(k) Plan assets move in 2023? ▼
Oscar Health 401(k) Plan surged - up 51.9% during 2023, from $74M to $112M. Reported net income was $38M.
How have Oscar Management Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Oscar Management Corporation's sponsor-wide assets grew 97.4%, from $74M to $145M.
Where does Oscar Health 401(k) Plan rank by assets among Form 5500 filers? ▼
Oscar Health 401(k) Plan ranks in the 92nd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Oscar Health 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Logicalis, Inc. 401(k) Profit Sharing Plan in MI ($112M, 670 participants).
Which 401(k) plans cover a similar participant headcount to Oscar Health 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Targa Resources 401(k) and Profit Sharing Plan in TX (2,724 participants, $520M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 473979452.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.